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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,561 | $95,453-69.0% | $112,040-73.6% | $82,448-64.1% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 30.55% | 23.92%+6.6pp | 24.52%+6.0pp | 41.64%-11.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,550 | $4,224+173.5% | $5,098+126.6% | $4,139+179.0% |
| Admin fee / account holder | $2,681 | $9,013-70.3% | $12,098-77.8% | $7,234-62.9% |